3 wealth software vendors integrate with Microsoft 365: 1 native, 0 certified, 2 marketplace. Depth-scored by WealthTech Catalog.
Wealth Management Software That Integrates with Microsoft 365
A Microsoft 365 integration links advisor software with Outlook email and calendar, Teams, and SharePoint or OneDrive storage so client communication and documents connect to your CRM.
Native integrations (1)
Built-in, first-class. The platform ships with automated data sync and reconciliation, no marketplace install required.
Envestnet | Tamarac
NativeCertified integrations (0)
Vendor is in the Microsoft 365 partner certification program. Tested connector, formal support contract.
No certified-tier integrations.
Marketplace integrations (2)
Available as an app listing or webhooks-level connector. Functional, but depth varies — confirm which data syncs (positions, transactions, households), sync direction and supported record types before signing.
Wealthbox
MarketplacePractifi
MarketplaceHow Microsoft 365 integration works
Microsoft 365 connects to wealth management platforms through one of three technical patterns: (1) native data feed built into the platform; (2) certified partner-marketplace connector installed by admins; or (3) webhook/API integration built via the vendor's REST API and file/data exchange.
The choice of pattern determines the depth of data sync, reconciliation and record mapping available. Native feeds ship in weeks; marketplace connectors deploy in days; API builds require engineering.
- Verify vendor integration depth (native / certified / marketplace)
- Install connector from the vendor's integration directory or marketplace
- Complete OAuth 2.0 handshake or API key exchange
- Map accounts, holdings and household records to the platform schema
- Configure reconciliation and sync frequency for each data feed
- Test the sync with 5-10 real accounts
- Roll out to production in a phased pilot
Top 4 use cases for Microsoft 365 + wealth management software
- ✓ Sync Outlook email so client correspondence logs automatically against the household record in your CRM.
- ✓ Keep calendars aligned in both directions, so meetings booked in your wealth software appear in Outlook and reviews scheduled in Outlook flow back.
- ✓ Store and retrieve client documents — statements, plans, agreements — in your firm's existing SharePoint or OneDrive folders from inside the CRM.
- ✓ Tie Teams meetings and calls to the client record so a review that happened over Teams shows up in the relationship history.
Limitations to verify before signing
Coverage varies by vendor. One tool may sync only email while another connects calendar, Teams, and document storage as well, so "works with Microsoft 365" doesn't mean the same everywhere. Email logging can be selective or all-or-nothing depending on the setup, and calendar sync isn't always two-way. Document integrations may map to specific SharePoint sites rather than your whole tenant. Your Microsoft 365 licensing, tenant admin policies, and Graph API permissions can all gate what a connection is allowed to do. Confirm which components a given vendor supports and how much admin setup each needs.
Frequently asked questions
It links your wealth software to Outlook, Teams, and SharePoint or OneDrive, so client emails, meetings, and documents connect to the CRM instead of living apart from it. Advisors get correspondence logged automatically, calendars that stay in sync, and client files reachable from the same place they manage the relationship.
No. Support ranges from full connections covering email, calendar, Teams, and storage to tools that sync only one piece, and some don't integrate at all. This page lists the vendors that support Microsoft 365 and the depth of each so you can see which components are covered.
Connections generally run through Microsoft's authenticated Graph API with permission scopes and admin consent, so a connected app accesses only what it's granted. Your tenant admin controls those permissions, and actual protection depends on how the vendor implements the connection, so review both the requested scopes and your admin policies when evaluating a tool.
Book a Microsoft 365 demo
Vendor-facilitated. We forward your request to their sales team within 24 hours.
- Choose a preferred date + time slot
- 30-minute product walkthrough
- Custom pricing based on your seat count